See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,142 | $85,766+254.6% | $136,294+123.2% | $70,131+333.7% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 12.87% | 31.45%-18.6pp | 5155.94%-5143.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $5,578 | $2,966+88.1% | $4,695+18.8% | $2,342+138.1% |
| Participant deferral / active EE | $11,023 | $5,051+118.2% | $6,247+76.4% | $3,332+230.8% |
| Admin fee / account holder | $5,539 | $5,420+2.2% | $9,243-40.1% | $4,645+19.2% |